Step 4 : Position Hierarchies

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Use the Positions window to create each of the positions in your organization. This step is required if you plan to use either security or position approval hierarchies.

  • Use the Position Hierarchy window to build and administer your position hierarchies. There are two distinct uses for position hierarchies in Purchasing:1) document approval routing and 2) document security control. You can use a single position hierarchy for both purposes.
  • If you build multiple hierarchies for use in the approval process, it is useful to give them meaningful names. This helps employees quickly choose the appropriate approval path when moving documents from one approval hierarchy to another.
  • While you can include a position in many hierarchies, it can appear only once within a single hierarchy.
  • If you want to use the document Security Level of Hierarchy for any or all of your document types, the hierarchy you specify in the Purchasing Options window must include all the positions in your organization that should have access to these documents.
  • When you build your hierarchies, always begin with the most senior position and work down. Use your organization charts and predefined special approval paths to facilitate this process.

 

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